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1956 Carter Road, Suite 200, Cleveland, OH 44113

216-677-4470

Achieve Your Financial Goals with Confidence

By working with Legacy Wealth Advisors, you will be working with a trusted financial planner who's committed to helping you grow, protect, and build your wealth - every step of the way.  Your goals, and those of your family, are unique- so your financial plan should be just as unique.  Our promise to every client is to communicate proactively, respond promptly to your needs, and remain dedicated to helping you achieve your financial goals.

Our Process
Our History
Our Values
Our Resources

Who We Help

Our team is committed to empowering investors from diverse backgrounds—offering personalized support and solutions that reflect your unique financial journey

Individuals & Families

Individuals & Families

  • Recent  Graduates
  • Getting Married
  • Expanding your Family
  • Beneficiaries
  • LGBTQ+
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Families with loved ones with Special Needs

Families with loved ones with Special Needs

  • Caring for a child with special needs
  • Caring for an adult with special needs
  • Caring for an Aging Parent or loved one with special needs
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Physicians

Physicians

  • Residents
  • Fellows
  • Starting a new private practice or joining an existing private practice
  • Attendees
  • Entrepreneurial Physicians
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Business Owners

Business Owners

  • Starting a new Business
  • Business Successions
  • Business Transition planning
  • Insurance for business owners
  • Retirement plans such as 401ks, SEP IRAs, Simple IRAs, IRAs, etc.
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Our Services

Our team-based approach enables us to create a customized plan tailored to you, your family and/or your business. We provide a wide range of services from comprehensive financial planning to investment only advice. Clients appreciate that we treat them like our family and serve as a trusted sounding board for their questions, issues, and evolving goals throughout thier lives and their children’s lives. We believe that our team’s succession plan is a vital part of your financial future and your children’s financial plan. That's why we continue to welcome young advisors into our team, ensuring continuity and long-term support.

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Financial Planning

A customized detailed plan designed to help you reach your financial goals

Wealth Management

Stay on track with experienced wealth management

Insurances

Protecting your most valuable assets

Our Process

We understand that trust isn't built in a single meeting, it grows over time and from our ongoing commitment to you and your family. From our first conversation, we strive to understand who you are, what your goals and dreams look like, where you've been, your personal philosophy on finances, and what matters most to you in regards to your finances.

Our team is made up of seasoned industry professionals with decades of combined experience.
Whether you're just beginning your investment journey or you're a seasoned wealth-builder, clients from all walks of life rely on our team for guidance and support.

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From One Professional to Another / Let’s Work Together

From One Professional to Another / Let’s Work Together

Your goals are our goals. No matter your background, we believe everyone can live a better life with a clear roadmap, wealth-building education and meaningful investment insights. If you’re ready to work with a financial professional, let’s sit down and start the conversation.

Schedule A Complimentary Introductory Meeting

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